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EMC 2012




© Copyright 2012 EMC Corporation. All rights reserved.              1
Waves Of Change


                                                                                        Cloud
                                                                          Networked/    Computing
                                                         PC/              Distributed
                                                         Microprocessor   Computing
                                 Minicomputer

                      Mainframe




© Copyright 2012 EMC Corporation. All rights reserved.                                              2
EMC’s Mission
                                                         To Lead Customers And Partners
                                                               On Their Journey To
                                                             Hybrid Cloud Computing




© Copyright 2012 EMC Corporation. All rights reserved.                                    3
Serial Innovator, Market Consolidator
                                                                                    CLOUD &
9-Year $26.8B Investment In Market Leading Technology 2003-2011                     BIG DATA
M&A $14.5B
R&D $12.3B
                                                                           2009
                                                                          JOURNEY
                                                            2007           TO THE
                                                                           CLOUD
                                                          INFORMATION
                                           2005             & VIRTUAL
   2003                            INFORMATION           INFRASTRUCTURE
 AND BEFORE                          LIFECYCLE
ENTERPRISE                         MANAGEMENT
 STORAGE


© Copyright 2012 EMC Corporation. All rights reserved.                                         4
Financial Strength To Keep Innovating
                  Fortune 500 Rank                        (revenue)                                                139
                  Barron’s 500 Rank                        (performance)                                            12
                  Revenues                                                                                 $20.0B
                  Free Cash Flow                                                                              $4.4B
                  R&D Investment                         (as % of revenues)                                        11%
                  Cash And Investments                                                                     $10.8B
                  Market Value                                                                                 $58B
                Note: All financial data for year 2011 except market capitalization, which is as of May 7, 2012.
                R&D investment as a percentage of revenues includes capitalized R&D.




© Copyright 2012 EMC Corporation. All rights reserved.                                                                   5
Our Global Presence
   53,000 people                                      Cork, Ireland
                                                                               Rotterdam, Netherlands

   Sweden: 150                                                                          St. Petersburg, Russia

   83 countries
              Burlington, Ontario
      Seattle, WA                                           Brentford, UK         Vienna, Austria
Pleasanton, CA           Roy, UT                          Pau, France                                                                         Seoul, S. Korea
                                       Durham, NC                                                                Beijing, China
                                       Apex, NC                                             Be'er Sheva,       Chengdu, China
                    Irvine, CA                                               Tel Aviv,
                              Duluth, GA                                                    Israel                                       Tokyo, Japan
                                               Hopkinton, MA                     Israel
                                                Global Headquarters                    Cairo, Egypt                        Shanghai, China
       Palo Alto, CA
      Santa Clara, CA                             Bedford, MA

                                                  Franklin, MA                                      Bangalore, India

      Direct Presence
                                                 Cambridge, MA
      R&D Center
                                                                                                               Singapore
      Centers of Excellence
                                                    Rio de Janeiro, Brazil                                                               Sydney, Australia
      Customer Support Center

      Executive Briefing Center
                                                                                                                       Melbourne, Australia
      Manufacturing Center
      Global Solution and Engineering Center                                                                                              as of June 30, 2011




   © Copyright 2012 EMC Corporation. All rights reserved.                                                                                                       6
CLOUD
TRANSFORMS IT



© Copyright 2012 EMC Corporation. All rights reserved.   7
Which Deployment Model Will Win ?




        Private Cloud                                    Public Cloud
© Copyright 2012 EMC Corporation. All rights reserved.                  8
Private? Or Public? The Answer Is “Yes!”
“Will You Pursue A Private Cloud                                 Companies Using Public Cloud
       Strategy By 2014?”                                             Services in 2011
                           5%
          17%              No                                                 23%
                                                                                  No
            Maybe

                                       78%                                                     77%
                                               Yes                                                   Yes




Source: Gartner, "Top Five Trends for Private Cloud Computing”   Source: IDC Fall 2011 CloudTrack survey of 603 companies
                        February, 2012                                  of various sizes in North America, June 2011



 © Copyright 2012 EMC Corporation. All rights reserved.                                                                     9
Hybrid Clouds Will Become Pervasive



                                                         Hybrid
                     Private                             Cloud    Public
                      Cloud                                       Cloud


© Copyright 2012 EMC Corporation. All rights reserved.                     10
Each Layer In IT Will Be Transformed




                            Infrastructure
                            Transformation                         Hybrid Cloud
                                                         Private                  Public



© Copyright 2012 EMC Corporation. All rights reserved.                                     11
Three Paths To Cloud Infrastructure
              EMC Products                               Partner VSPEX     VCE VBLOCK




       Best Of Breed                                         Proven        Converged
Infrastructure Components                                Infrastructure   Infrastructure

© Copyright 2012 EMC Corporation. All rights reserved.                                     12
Each Layer In IT Will Be Transformed




                             Application
                             Transformation

                            Infrastructure
                            Transformation                         Hybrid Cloud
                                                         Private                  Public



© Copyright 2012 EMC Corporation. All rights reserved.                                     13
Transform Your Workload Strategy
                            Economic Evaluation             Trust Assessment       Functional Assessment


   All                                                                                      Public Cloud
                                                                   Workloads
Workloads                                                                                    Workloads
                                                                 Can Be Moved
                                                                 To Public Cloud
                                                                  Because They              Private Cloud
                                             Workloads
                                                                   Meet Trust               Workloads For
                                            Cheaper On                                      Functionality
                                              Private/            Requirements
                                                                                               Reasons
                                            Public Cloud
                                                                  Private Cloud
                                                                  Workloads For
                                                                  Trust Reasons

                                         Legacy Workloads
                                         For Cost Reasons




 © Copyright 2012 EMC Corporation. All rights reserved.                                                     14
Each Layer In IT Will Be Transformed


                            End User Provisioning
                            Transformation

                             Application
                             Transformation

                            Infrastructure
                            Transformation                         Hybrid Cloud
                                                         Private                  Public



© Copyright 2012 EMC Corporation. All rights reserved.                                     15
Accelerating IT Transformation
EMC Cloud Services




              People                                           Process                  Technology
     Cross-Domain Skills                                 Service Mgmt Framework     End User Computing Layer

New Roles For IT Personnel                                 Chargeback Models            Application Layer

                                                         Automation, Self-service      Infrastructure Layer


© Copyright 2012 EMC Corporation. All rights reserved.                                                         16
Cloud Readiness




© Copyright 2012 EMC Corporation. All rights reserved.   17
TRUST
TRANSFORMS
CLOUD
© Copyright 2012 EMC Corporation. All rights reserved.   18
Old World: Static Security

                                                                      Static Attacks
                                                                 Generic, Systems-Based

                                                              Static Infrastructure
                                                                   Physical, IT Controlled

                                                         Static (Bolt-On) Defenses
                                                            Signature-Based, At Perimeter



© Copyright 2012 EMC Corporation. All rights reserved.                                       19
New World: Dynamic Security

                             Hybrid                      Public         Dynamic Attacks
                             Cloud                       Clouds        Targeted, Human-Based

                                                                  Dynamic Infrastructure
                                                                          Virtual, User-Centric

                                                           Dynamic (Built-In) Defenses
                                                                        Analytics & Risk-Based



© Copyright 2012 EMC Corporation. All rights reserved.                                            20
SECURITY MEETS
                                                         BIG DATA

© Copyright 2012 EMC Corporation. All rights reserved.                    21
IN 2000 THE WORLD GENERATED

                                                   TWO EXABYTES
                                                  OF NEW INFORMATION
                                                  EVERY DAY
Sources: “How Much Information?” Peter Lyman and Hal Varian, UC Berkeley,. 2011 IDC Digital Universe Study.




     © Copyright 2012 EMC Corporation. All rights reserved.                                                   22
Big Data And EMC

                                                            4   New Analytic Applications



                                             Data Science
                                                            3
                                                            2   Unified Analytics Platform



               Petabyte Scale Data Storage
                                                            1
© Copyright 2012 EMC Corporation. All rights reserved.                                       23
Capitalizing On Big Data
EMC Big Data Services


                                                          Analytics Engines
                                                          Analytic Engines


                                                         Cloud Infrastructure



          Strategy                                       Architecture            Operations
Identify The Opportunity                                   Integrate New
                                                            Technologies        Manage & Maintain




© Copyright 2012 EMC Corporation. All rights reserved.                                              24
NEW DEVICES




           NEW ANALYTIC                                                   NEW & EXISTING
           APPLICATIONS                                                BUSINESS APPLICATIONS

     VMWARE CLOUD OS                                     INFORMATION    VMWARE CLOUD OS

INFORMATION STORAGE                                                    INFORMATION PROTECTION




© Copyright 2012 EMC Corporation. All rights reserved.                                         25
TRANSFORM
                                                         YOURSELF

© Copyright 2012 EMC Corporation. All rights reserved.               26
EMC Overview

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EMC Overview

  • 1. EMC 2012 © Copyright 2012 EMC Corporation. All rights reserved. 1
  • 2. Waves Of Change Cloud Networked/ Computing PC/ Distributed Microprocessor Computing Minicomputer Mainframe © Copyright 2012 EMC Corporation. All rights reserved. 2
  • 3. EMC’s Mission To Lead Customers And Partners On Their Journey To Hybrid Cloud Computing © Copyright 2012 EMC Corporation. All rights reserved. 3
  • 4. Serial Innovator, Market Consolidator CLOUD & 9-Year $26.8B Investment In Market Leading Technology 2003-2011 BIG DATA M&A $14.5B R&D $12.3B 2009 JOURNEY 2007 TO THE CLOUD INFORMATION 2005 & VIRTUAL 2003 INFORMATION INFRASTRUCTURE AND BEFORE LIFECYCLE ENTERPRISE MANAGEMENT STORAGE © Copyright 2012 EMC Corporation. All rights reserved. 4
  • 5. Financial Strength To Keep Innovating Fortune 500 Rank (revenue) 139 Barron’s 500 Rank (performance) 12 Revenues $20.0B Free Cash Flow $4.4B R&D Investment (as % of revenues) 11% Cash And Investments $10.8B Market Value $58B Note: All financial data for year 2011 except market capitalization, which is as of May 7, 2012. R&D investment as a percentage of revenues includes capitalized R&D. © Copyright 2012 EMC Corporation. All rights reserved. 5
  • 6. Our Global Presence 53,000 people Cork, Ireland Rotterdam, Netherlands Sweden: 150 St. Petersburg, Russia 83 countries Burlington, Ontario Seattle, WA Brentford, UK Vienna, Austria Pleasanton, CA Roy, UT Pau, France Seoul, S. Korea Durham, NC Beijing, China Apex, NC Be'er Sheva, Chengdu, China Irvine, CA Tel Aviv, Duluth, GA Israel Tokyo, Japan Hopkinton, MA Israel Global Headquarters Cairo, Egypt Shanghai, China Palo Alto, CA Santa Clara, CA Bedford, MA Franklin, MA Bangalore, India Direct Presence Cambridge, MA R&D Center Singapore Centers of Excellence Rio de Janeiro, Brazil Sydney, Australia Customer Support Center Executive Briefing Center Melbourne, Australia Manufacturing Center Global Solution and Engineering Center as of June 30, 2011 © Copyright 2012 EMC Corporation. All rights reserved. 6
  • 7. CLOUD TRANSFORMS IT © Copyright 2012 EMC Corporation. All rights reserved. 7
  • 8. Which Deployment Model Will Win ? Private Cloud Public Cloud © Copyright 2012 EMC Corporation. All rights reserved. 8
  • 9. Private? Or Public? The Answer Is “Yes!” “Will You Pursue A Private Cloud Companies Using Public Cloud Strategy By 2014?” Services in 2011 5% 17% No 23% No Maybe 78% 77% Yes Yes Source: Gartner, "Top Five Trends for Private Cloud Computing” Source: IDC Fall 2011 CloudTrack survey of 603 companies February, 2012 of various sizes in North America, June 2011 © Copyright 2012 EMC Corporation. All rights reserved. 9
  • 10. Hybrid Clouds Will Become Pervasive Hybrid Private Cloud Public Cloud Cloud © Copyright 2012 EMC Corporation. All rights reserved. 10
  • 11. Each Layer In IT Will Be Transformed Infrastructure Transformation Hybrid Cloud Private Public © Copyright 2012 EMC Corporation. All rights reserved. 11
  • 12. Three Paths To Cloud Infrastructure EMC Products Partner VSPEX VCE VBLOCK Best Of Breed Proven Converged Infrastructure Components Infrastructure Infrastructure © Copyright 2012 EMC Corporation. All rights reserved. 12
  • 13. Each Layer In IT Will Be Transformed Application Transformation Infrastructure Transformation Hybrid Cloud Private Public © Copyright 2012 EMC Corporation. All rights reserved. 13
  • 14. Transform Your Workload Strategy Economic Evaluation Trust Assessment Functional Assessment All Public Cloud Workloads Workloads Workloads Can Be Moved To Public Cloud Because They Private Cloud Workloads Meet Trust Workloads For Cheaper On Functionality Private/ Requirements Reasons Public Cloud Private Cloud Workloads For Trust Reasons Legacy Workloads For Cost Reasons © Copyright 2012 EMC Corporation. All rights reserved. 14
  • 15. Each Layer In IT Will Be Transformed End User Provisioning Transformation Application Transformation Infrastructure Transformation Hybrid Cloud Private Public © Copyright 2012 EMC Corporation. All rights reserved. 15
  • 16. Accelerating IT Transformation EMC Cloud Services People Process Technology Cross-Domain Skills Service Mgmt Framework End User Computing Layer New Roles For IT Personnel Chargeback Models Application Layer Automation, Self-service Infrastructure Layer © Copyright 2012 EMC Corporation. All rights reserved. 16
  • 17. Cloud Readiness © Copyright 2012 EMC Corporation. All rights reserved. 17
  • 18. TRUST TRANSFORMS CLOUD © Copyright 2012 EMC Corporation. All rights reserved. 18
  • 19. Old World: Static Security Static Attacks Generic, Systems-Based Static Infrastructure Physical, IT Controlled Static (Bolt-On) Defenses Signature-Based, At Perimeter © Copyright 2012 EMC Corporation. All rights reserved. 19
  • 20. New World: Dynamic Security Hybrid Public Dynamic Attacks Cloud Clouds Targeted, Human-Based Dynamic Infrastructure Virtual, User-Centric Dynamic (Built-In) Defenses Analytics & Risk-Based © Copyright 2012 EMC Corporation. All rights reserved. 20
  • 21. SECURITY MEETS BIG DATA © Copyright 2012 EMC Corporation. All rights reserved. 21
  • 22. IN 2000 THE WORLD GENERATED TWO EXABYTES OF NEW INFORMATION EVERY DAY Sources: “How Much Information?” Peter Lyman and Hal Varian, UC Berkeley,. 2011 IDC Digital Universe Study. © Copyright 2012 EMC Corporation. All rights reserved. 22
  • 23. Big Data And EMC 4 New Analytic Applications Data Science 3 2 Unified Analytics Platform Petabyte Scale Data Storage 1 © Copyright 2012 EMC Corporation. All rights reserved. 23
  • 24. Capitalizing On Big Data EMC Big Data Services Analytics Engines Analytic Engines Cloud Infrastructure Strategy Architecture Operations Identify The Opportunity Integrate New Technologies Manage & Maintain © Copyright 2012 EMC Corporation. All rights reserved. 24
  • 25. NEW DEVICES NEW ANALYTIC NEW & EXISTING APPLICATIONS BUSINESS APPLICATIONS VMWARE CLOUD OS INFORMATION VMWARE CLOUD OS INFORMATION STORAGE INFORMATION PROTECTION © Copyright 2012 EMC Corporation. All rights reserved. 25
  • 26. TRANSFORM YOURSELF © Copyright 2012 EMC Corporation. All rights reserved. 26

Editor's Notes

  1. The waves of change mark IT’s transformation and progression through the history of computing — from mainframes to minis, PC/microprocessors to networked/distributed computing, and finally to today, the era of cloud computing.
  2. In this era of cloud computing, EMC continues listening to and learning from our customers and partners. We are excited to lead them on their journey to hybrid could computing so they can realize the benefits of offering IT-As-A-Service and so they can maximize the opportunities of cloud computing and big data.
  3. EMC has a remarkable track record of “skating to where the puck will be” – of getting to the next thing well ahead of customers’ biggest needs.That track record has taken EMC from being a $5B information storage company in 2002, to being a $20B enabler of cloud computing and Big Data analytics in 2012. And it represents a cumulative investment in organic and acquired innovation of > $27B over the last 9 yrs Since 2003, EMC has invested approximately $14.5B to acquire more than three dozen companies to grow and expand as a trusted provider of best-in-class technologies across a comprehensive range of adjacent domains that combined deliver greater value to the customer than any single one of them would alone. Acquisitions have built out our product portfolio and market reach in EMC’s core business. Our two largest acquisitions were in our ‘sweet spot’ – Data Domain and Isilon. Acquisitions have also enabled EMC to expand its core into adjacent market segments, including: security/compliance, cloud computing and data computing. This represents our journey to where cloud meets Big Data, as a focused technology company and a leader of the coming transformation of IT.
  4. EMC is accelerating innovation to continue better serving customers and partners.
  5. With 50,000 people in 83 countries, EMC is securing a powerful global presence.
  6. The changes within our industry have been dramatic, but no technology has been as transformational as cloud computing. Cloud computing transforms IT, delivering the maximum possible IT efficiency. By deploying a pool of elastic resources, IT is dramatically reducing hardware costs and is making it simple to provision and move applications.
  7. The current debate of the cloud era is: Which cloud model will win? Private cloud or public cloud?
  8. In addition to the 78% of customers looking to pursue a private cloud by 2014— according to IDC, 77% have already been using Public Cloud Services in 2011. By leveraging both, customers can drive the most cost and agility benefits.
  9. Hybrid clouds will undoubtedly become pervasive. Instead of being forced to buy more and more equipment to handle workload peaks in their private cloud, customers can put up public clouds with the vendors that they trust. Doing so will give customers the best costs and the most efficiency.
  10. IT infrastructure transformation comes in the form of a hybrid cloud, where a converged, automated, and secure infrastructure will be created to allow customers the best of both public and private cloud worlds, depending on their business needs, risk assessments, and costs.IT needs a hybrid cloud – this approach combines what you do best with what service providers can do better, while keeping IT in control.
  11. With the clouda top priority, EMC, together with our partners, offers three paths to cloud infrastructure and the most choice: “Best of Breed Infrastructure Components (EMC and VMware),” “Proven Infrastructure (VSPEX),” and “Converged Infrastructure (VCE vBlock).”
  12. The application layer is also undergoing a transformation. Existing applications are transforming to run in virtual machines within cloud environments (i.e. SAP, Oracle, Microsoft, etc.). By leveraging an automated hybrid cloud infrastructure, you can virtualize your mission critical applications, move your existing applications onto virtual infrastructure without disruption, and deliver greater efficiency and agility.
  13. Let’s take a look at what’s involved with transforming these application workloads.There are three key decisions to Transforming Your Workload Strategy and they are based on cost, risk, and functionality.Decide which workloads will run cheaper in cloud. In some cases, the best ROI is to let applications stay legacy.For applications that are cheaper when run in a public or private cloud, assess the information risk element; which applications can be run in the cloud without information risk?Finally, for the applications that are not risks, determine if the public cloud will impact needed functionality. EMC Consulting has a “Cloud Optimization” assessment to help work through these decisions.
  14. The way end users access applications is also changing. As users bring new devices to the workplace, they expect to operate them using both personal and enterprise resources. IT must provide a new end user computing model so they can maintain control over information and access, while allowing users to choose their own devices. EMC thinks of this as the new layering of IT: Automated Hybrid Cloud Infrastructure, New Application Platform and New End User Computing Platform. The new layering requires end-to-end security and management across layers.
  15. In the same way we helped Visa, EMC is prepared to help you accelerate your IT transformation through EMC cloud services – offered through Global Services. We can equip your people with next generation skills, and help you adapt your IT processes and operational models. We apply our expertise to your IT transformation with documented best practices and proven methodologies that we’ve developed through thousands of customer engagements. Our customers benefit from more than 2,500 VMware certified professionals and the insights we’ve developed during EMC’s own journey to the cloud. With our comprehensive cloud services portfolio and deep experience, EMC Global Services can help you throughout this transformational journey— from strategy and design through implementation, training, support, and ongoing operations.
  16. If there is one thing that is either going to accelerate the benefits of big data and cloud computing, or slow down those benefits – significantly slow down those benefits – it’s our ability as an industry to demonstrate trust and security in the big data assets and the cloud. In my opinion, that is what’s going to gate how fast the benefits of big data, real time predictive analytics and cloud computing will come to businesses and governments and all of us as individual users and consumers.
  17. In the old world of IT security, things were much more static. We protected our computers if you will, our systems, with moats. You had to cross these moats or firewalls to get in. And in the mainframe computing wave, you had a proprietary network and terminal, so you didn’t really have to worry too much about antivirus. You didn’t have to worry too much about protecting your firewall, because everything was contained and proprietary.  When you move to IP networking, when you move to almost any device you can think of as an end user device, the whole game changes.  As we substituted PCs for terminals, the way the industry solved the new security problems that came up was to create the antivirus industry, and new companies were born and that technology was bolted on. Again, same thing happened when we substituted IP for proprietary networking typologies. The industry built firewall companies, and their solutions were bolted on.
  18. In the cloud world, we’ve got a chance to clean this up a bit and build in some of these defenses. It’s a very dynamic world. The benefits of social networking and the openness and speed of computing make security harder. Today’s attackers are spear phishing, targeting specific individuals in your enterprise, using other companies in your supply chain as cover, and they’re actually stealing the identities of somebody in your company or at one of your partners’ companies. Now, when they get in, some of those older bolt-on security features become irrelevant, because the attackers have gotten in using stolen identities and credentials that the system recognizes as valid.
  19. Therefore, what security must do is map the behavior of every IT user and monitor that and look for anomalies in behavior – in real time. This is a big data challenge. In real time, we have to be able to look at a user and say, this user has access rights to view this data, but I’ve never seen this user send data to Iran before, so maybe we should stop this until we can verify what is going on. This is how of how IT security is changing.  We’ve got to change from the old static world of security to a much more dynamic approach to security, because if we do this right, there’s going to be tremendous acceleration in adoption of the cloud.
  20. According to the same IDC study, “In 2011, the world generated more than two exabytes of new information every day.” That’s over 2048 petabytes a day.In fact, the digital universe is now generating more than five exabytes of data each day.
  21. EMC’s portfolio for Big Data delivers new ways to store, analyze and take action on Big Data – at petabyte scale – including publicly available data, so you can achieve new agility, efficiency and business breakthroughs. You learn to model your data to make better decisions faster, with less risk. First you build a scale-out storage infrastructure that grows with your data – using Isilon data storage that is enterprise-class and can scale out to PBs. Then you deploy a database and file system built to extract value from your structured and unstructured data – using the Greenplum Database and Hadoop Distributed File System (HDFS).Next you add a unified analytics platform that helps you collaborate – using the Greenplum Unified Analytics Platform (UAP).Finally, you may need to build a new set of custom Big Data analytic applications – using Pivotal Labs, the gold-standard for agile software development.
  22. As with cloud, EMC Global Services providesa variety of services to help you build out your Big Data strategies and implement your Big Data infrastructure. These services include: Helping you identify the right opportunities to apply Big Data Helping you design and build a Big Data architecture that enables you to leverage these game-changing new technologiesAnd, helping you manage and support your Big Data environment to deliver maximum value to the business
  23. In this new world, “information” will be the center of the IT universe.Inside the EMC family tree, media isn’t one size fits all – it presents a huge selection of different storage and best of breeds. Once that information is stored, IT can be certain information is always protected and always available.Information protection now requires “information security”. For mission critical and big data applications, you can run “IT-As-A-Service” using a Cloud operating system. At VMware, they’re building a cloud operating system - taking existing applications and encapsulating them, making them run on a flexible, virtual cloud environment. The result is better reliability, agility, and lower cost.You can build new applications that deliver “information analytics and intelligence”.  This killer application advantage will come from how EMC builds new predictive analytical applications – giving customers massive business benefits. Additionally, EMC is working alongside many other vendors in this new cloud world.Finally, new users get information “anywhere, on any device, at any time” and this requires “identity security”.
  24. Cloud and Big Data are driving innovation and new value for organizations of every kindCloud & Big Data also creating unprecedented opportunity for IT pros to Transform themselvesMcKinsey says there will be a Big Data skills shortage of 1.5+ million by 2018That means growing demand for Proven Professionals with valuable Cloud and Big Data skillsTraining and certification are essential credentials: specific emphasis on:Cloud ArchitectData Center ArchitectData ScientistContinue to invest in yourselves and transform by relentlessly pursuing new skills and trainingEMC Forum is a great opportunity to start that transformation.